
Ponder the inflationary macro with me, if you will
Stare at the chart of inflation expectations (RINF)… Gold went down during the 2012-2016 Goldilocks phase (officially ended in 2020 with the final tanking and reversal of inflation expectations), as did commodities and the Silver/Gold ratio. US stocks AKA the Good Ship Lollipop sailed on as the world was pulled in a disinflationary grip after USD bottomed and bulled in 2014. But since the deflationary … Continue reading Ponder the inflationary macro with me, if you will